| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Khosla Ventures VI, L.P. | 7.5% | $50,125,823 | 4,801,324 | VK Services, LLC | 15 Aug 2025 | |||
| BlackRock, Inc. | 5.9% | $41,431,708 | 3,562,455 | BlackRock, Inc. | 30 Sep 2025 | |||
| SUSQUEHANNA SECURITIES, LLC | 2.8% | -52% | $30,548,770 | -$20,184,554 | 2,118,500 | -40% | G1 Execution Services, LLC | 31 Dec 2025 |
| Uber Technologies, Inc | 3.4% | $23,294,576 | 2,070,629 | Uber Technologies, Inc. | 19 Sep 2025 |
As of 31 Dec 2025, 181 institutional investors reported holding 29,487,870 shares of Serve Robotics Inc. /DE/ - Common Stock, $0.0001 par value per share (SERV). This represents 39% of the company’s total 75,660,714 outstanding shares.
The largest institutional shareholders of Serve Robotics Inc. /DE/ - Common Stock, $0.0001 par value per share (SERV) together control 33% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6.3% | 4,778,761 | +29% | 0% | $49,603,540 |
| VANGUARD GROUP INC | 4.8% | 3,605,911 | +39% | 0% | $37,429,355 |
| Uber Technologies, Inc | 2.7% | 2,070,629 | 0% | 0.51% | $21,493,129 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 1,457,965 | +29% | 0% | $15,137,330 |
| EXCHANGE TRADED CONCEPTS, LLC | 1.6% | 1,247,559 | +12% | 0.11% | $12,949,662 |
| STATE STREET CORP | 1.6% | 1,245,411 | +29% | 0% | $12,927,366 |
| FIRST TRUST ADVISORS LP | 1.4% | 1,022,459 | +35% | 0.01% | $10,613,124 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.1% | 844,300 | -48% | 0.01% | $8,763,834 |
| Legal & General Group Plc | 1.1% | 839,933 | +12% | 0% | $8,864,341 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1% | 774,086 | +4.1% | 0.01% | $7,988,207 |
| CAPITAL FUND MANAGEMENT S.A. | 0.96% | 722,961 | +51% | 0.07% | $7,504,335 |
| CAPTRUST FINANCIAL ADVISORS | 0.93% | 707,002 | +20% | 0.01% | $7,338,676 |
| CITADEL ADVISORS LLC | 0.91% | 691,740 | -57% | 0% | $7,180,261 |
| Nuveen, LLC | 0.8% | 608,205 | +50% | 0% | $6,313,167 |
| UBS Group AG | 0.71% | 533,906 | -23% | 0% | $5,541,945 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.65% | 494,999 | +23% | 0% | $5,138,090 |
| NORTHERN TRUST CORP | 0.65% | 490,319 | +31% | 0% | $5,089,512 |
| Creek Drive Management Group LLC | 0.63% | 473,200 | 0% | 3.9% | $4,911,816 |
| MORGAN STANLEY | 0.57% | 430,919 | -12% | 0% | $4,472,940 |
| RAYMOND JAMES FINANCIAL INC | 0.45% | 341,771 | +9.3% | 0% | $3,547,583 |
| NATIONAL BANK OF CANADA /FI/ | 0.41% | 308,935 | +65% | 0% | $3,206,745 |
| GROUP ONE TRADING LLC | 0.35% | 266,114 | +3.9% | 0.08% | $2,762,263 |
| Point72 Asset Management, L.P. | 0.35% | 264,477 | 0% | $2,745,271 | |
| DNB Asset Management AS | 0.32% | 239,205 | +179% | 0.01% | $2,482,948 |
| Walleye Trading LLC | 0.28% | 213,003 | +351% | 0.04% | $2,210,971 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 29,487,870 | $306,238,082 | +$34,449,735 | $10.38 | 181 |
| 2025 Q3 | 25,421,037 | $295,850,400 | +$48,309,660 | $11.63 | 148 |
| 2025 Q2 | 21,270,112 | $242,574,192 | +$51,307,849 | $11.44 | 132 |
| 2025 Q1 | 17,537,798 | $101,660,618 | +$23,179,475 | $5.75 | 117 |
| 2024 Q4 | 11,897,768 | $161,691,526 | -$738,191 | $13.50 | 92 |
| 2024 Q3 | 8,553,618 | $68,096,876 | +$15,317,883 | $7.95 | 53 |
| 2024 Q2 | 8,450,505 | $16,476,835 | +$16,476,835 | $1.95 | 22 |